QuickBooks^® Request for Payment Invoicing

• ~ Automate Account Receivable Collection
• ~ Automate Account Payable Payments
• ~ One-time and Recurring Debits / Credits

Secure QB Plugin payment processing through QuickBooks ^® specializes in the origination of moving money electronically.

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Request for Payments

Using QuickBooks for Digital Real-Time Invoicing offers significant advantages for billers, providing them with certainty and efficiency through bank dashboards or payees' payment pages. Here's a detailed overview of how this system works and its benefits:

Benefits of Digital Real-Time Invoicing with QuickBooks

1. Payment Certainty:
   • Immediate Payment Confirmation: Payments made through real-time systems like FedNow and RTP are confirmed immediately, reducing the risk of delayed or failed transactions.
   • Guaranteed Funds: Unlike checks or traditional transfers, real-time payments ensure that funds are available instantly, providing assurance to billers.
2. Convenience and Accessibility:
   • Bank Dashboard: Billers can access real-time payment statuses, transaction details, and funds availability through their bank's online dashboard, enabling efficient tracking and management.
   • Payee’s Payment Page: Customers can make payments directly via a secure payment page linked to the invoice, enhancing ease of use and payment efficiency.
3. Enhanced Cash Flow Management:
   • Faster Fund Availability: Immediate access to funds upon payment improves cash flow, helping businesses manage their finances better.
   • Reduced Collection Times: Shortening the payment cycle reduces the time and resources spent on collections, improving overall financial health.
4. Improved Customer Experience:
   • Ease of Payment: Customers can easily pay invoices using real-time payment options, leading to a better customer experience.
   • Multiple Payment Methods: Real-time payments can be facilitated via various methods, including direct bank transfers, digital wallets, or other online payment options.
5. Operational Efficiency:
   • Automated Reconciliation: Payments are automatically reconciled in QuickBooks, reducing manual entry and errors.
   • Streamlined Billing Process: Digital invoices and real-time payments simplify the billing process, saving time and administrative costs.

How Digital Real-Time Invoicing Works with QuickBooks

1. Invoice Generation and Sending:
   • Digital Invoice Creation: Using QuickBooks, billers generate digital invoices that can be sent via email or through a secure payment portal.
   • Request for Payment (RfP): Each invoice includes a Request for Payment link, enabling the customer to initiate a real-time payment directly from their bank account.
2. Customer Payment:
   • Payment Initiation: The customer clicks on the RfP link, which directs them to their bank’s dashboard or the payee’s secure payment page.
   • Real-Time Transaction: The customer authorizes the payment, which is processed in real-time through FedNow or RTP, ensuring immediate transfer of funds.
3. Payment Confirmation and Reconciliation:
   • Instant Confirmation: Both the biller and the customer receive immediate confirmation of payment, providing assurance that the transaction is complete.
   • Automated Reconciliation: Payment details are automatically updated in QuickBooks, ensuring accurate and timely financial records.

Integration with SecureQBPlugin.com

Using SecureQBPlugin.com to integrate QuickBooks with FedNow and RTP enhances the benefits of digital real-time invoicing:

1. Seamless Integration:
   • Automated Invoicing: QuickBooks can generate and send digital invoices automatically.
   • Real-Time Payment Processing: Payments are processed and recorded in QuickBooks in real-time, keeping financial records up to date.
2. Enhanced Financial Management:
   • Real-Time Cash Flow Updates: QuickBooks reflects real-time payment updates, providing better visibility and management of cash flow.
   • Reduced Administrative Burden: Automation reduces manual entry and minimizes errors, streamlining financial management.
3. Security and Compliance:
   • Secure Transactions: Ensures all transactions are secure and compliant with regulatory standards.
   • Data Integrity: Real-time data synchronization maintains the integrity and accuracy of financial records.

Implementation Steps

1. Set Up SecureQBPlugin.com:
   • Integrate SecureQBPlugin.com with QuickBooks to enable real-time payment processing.
   • Configure settings to ensure seamless generation, sending, and reconciliation of digital invoices.
2. Generate and Send Digital Invoices:
   • Create invoices in QuickBooks and include Request for Payment links.
   • Send invoices to customers via email or through a secure payment portal.
3. Customer Payment Process:
   • Customers receive the invoice and click on the RfP link.
   • Direct them to their bank’s dashboard or the payee’s payment page to authorize the real-time payment.
4. Payment Confirmation and Reconciliation:
   • Payments are processed in real-time, with immediate confirmation.
   • QuickBooks automatically updates financial records, ensuring accurate reconciliation.

By leveraging QuickBooks for digital real-time invoicing, billers can achieve greater payment certainty, enhance cash flow management, and improve operational efficiency, all while providing a better experience for their customers.

Call us, the .csv, text messaging and or .xml Request for Payment (RfP) file you need while on your 1st phone call! We guarantee our reports work to your Bank and Credit Union. We were years ahead of competitors recognizing the benefits of RequestForPayment.com. We are not a Bank. Our function as a role as an "Accounting System" in Open Banking with Real-Time Payments to work with Billers to create the Request for Payment to upload the Biller's Bank online platform. U.S. Companies need help to learn the RfP message delivering their bank. Today Payments' ISO 20022 Payment Initiation (PAIN .013) show how to implement Create Real-Time Payments Request for Payment File up front delivering message from the Creditor (Payee) to it's bank. Most banks (FIs) will deliver the message Import and Batch files for their company depositors for both FedNow and Real-Time Payments (RtP). Once uploaded correctly, the Creditor's (Payee's) bank continuing through a "Payment Hub", will be the RtP Hub will be The Clearing House, with messaging to the Debtor's (Payer's) bank.

Our in-house QuickBooks payments experts are standing ready to help you make an informed decision to move your company's payment processing forward.

 1) Free ISO 20022 Request for Payment File Formats, for FedNow and Real-Time Payments (The Clearing House) .pdf for you manually create "Mandatory" (Mandatory data for completed file) fields, start at page 4, with "yellow" highlighting. $0.0 + No Support

2) We create .csv or .xml formatting using your Bank or Credit Union. Using your invoice information database to create an existing Accounts Receivable file, we CLEAN, FORMAT to FEDNOW or Real-Time Payments into CSV or XML. Create Multiple Templates. You can upload or "key data" into our software for File Creation of "Mandatory" general file. Use either the Routing Number and Account Number for your Customers or use "Alias" name via Mobile Cell Phone and / or Email address.

Fees = $57 monthly, including Activation, Support Fees and Batch Fee, Monthly Fee, User Fee. We add your URI for each separate Payer transaction for additional Payment Methods on "Hosted Payment Page" (Request for file with an HTML link per transaction to "Hosted Payment Page" with ancillary payment methods of FedNow, RTP, ACH, Cards and many more!) + $.03 per Transaction + 1% percentage on gross dollar file,

3) Add integrating QuickBooks Online "QBO" using FedNow Real-time Payment using our Real-Time Invoice system.

Fees Above 2) plus $29 monthly additional QuickBooks Online "QBO" formatting, and "Hosted Payment Page" and WYSIWYG

4) Above 3) plus Create "Total" (over 600 Mandatory, Conditional & Optional fields of all ISO 20022 Pain .013) Price on quote.